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Company:
Ameriprise Financial
Posted: June 12, 2024
The Senior Product Manager will participate in the development, delivery, and/or maintenance of advisory product/programs by identifying and working across the organization, vendors and fund partners to create the advisory client experience and resolve advisor/client issues. Supports advisory product/programs as a SME for projects, initiatives, marketing, sales and ongoing management. Provides research and analysis and makes recommendations to improve product/program features, service, sales, marketing, processes, policies and procedures and/or negotiate with fund partners/vendors.
Key Responsibilities
In this role, you will be driving the Ameriprise Client Experience initiatives in advisory business that grows assets, increases net flows, drives revenue generation, and implements cost/expense saves.
Key responsibilities include, but are not limited to:
Supports the development of the Advisor/Client Experience across the advisory platform.
Supports advisory product/programs as a subject matter expert for projects, initiatives, marketing, sales and ongoing management.
May act as a business lead on small to medium size projects.
Contributes to/drives the requirements and delivery of new products and services through funded initiatives that enhance the client and advisor experience, increase ease of use, meet competitive evolution in the marketplace and/or improve profitability.
Seeks to learn and track industry trends for continual advancement and competitiveness.
Seeks and drives continuous innovation aligned with the project strategy / road map.
Contributes to the WMS Advisory Platform Investment Optimization (I/O) multi-year enhancement agenda.
Successfully manages relationships within the organization and with third-party partners.
Leads successful transitions of product development to successful product management processes and procedures.
Identifies and recommends changes to policies, procedures, and reporting.
Required Qualifications Bachelor's degree in economics, finance, business or equivalent experience.
7+ years' experience in Financial Services industry, preferably product development and or product management.
Active series 7 required or ability to obtain within 120 days of hire.
Preferred Qualifications Strong knowledge of Advisory platforms and solutions
Advanced degrees or financial services certifications.
Service and Operational process knowledge for Advisory solutions.
Basic to proficient skill level in Microsoft Office data analytic tool sets.
Proficient knowledge and familiarity with Ameriprise Brokerage applications.
Ability to define business design and drive out requirements to support enhancements and/or new development initiatives.
Ability to influence and collaborate with or lead across the organization and at all levels to drive results.
Demonstrated analytical and problem-solving skills.
Self-motivated, tracking details, highlight accountable.
Proven organizational skills, including managing multiple tasks simultaneously.
Strong written and verbal communication skills
Ability to think strategically, while being able to implement tactical plans.
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Marketing/Product Management
Line of Business
FPPS Wealth Management Solutions
•
Key Responsibilities
In this role, you will be driving the Ameriprise Client Experience initiatives in advisory business that grows assets, increases net flows, drives revenue generation, and implements cost/expense saves.
Key responsibilities include, but are not limited to:
Supports the development of the Advisor/Client Experience across the advisory platform.
Supports advisory product/programs as a subject matter expert for projects, initiatives, marketing, sales and ongoing management.
May act as a business lead on small to medium size projects.
Contributes to/drives the requirements and delivery of new products and services through funded initiatives that enhance the client and advisor experience, increase ease of use, meet competitive evolution in the marketplace and/or improve profitability.
Seeks to learn and track industry trends for continual advancement and competitiveness.
Seeks and drives continuous innovation aligned with the project strategy / road map.
Contributes to the WMS Advisory Platform Investment Optimization (I/O) multi-year enhancement agenda.
Successfully manages relationships within the organization and with third-party partners.
Leads successful transitions of product development to successful product management processes and procedures.
Identifies and recommends changes to policies, procedures, and reporting.
Required Qualifications Bachelor's degree in economics, finance, business or equivalent experience.
7+ years' experience in Financial Services industry, preferably product development and or product management.
Active series 7 required or ability to obtain within 120 days of hire.
Preferred Qualifications Strong knowledge of Advisory platforms and solutions
Advanced degrees or financial services certifications.
Service and Operational process knowledge for Advisory solutions.
Basic to proficient skill level in Microsoft Office data analytic tool sets.
Proficient knowledge and familiarity with Ameriprise Brokerage applications.
Ability to define business design and drive out requirements to support enhancements and/or new development initiatives.
Ability to influence and collaborate with or lead across the organization and at all levels to drive results.
Demonstrated analytical and problem-solving skills.
Self-motivated, tracking details, highlight accountable.
Proven organizational skills, including managing multiple tasks simultaneously.
Strong written and verbal communication skills
Ability to think strategically, while being able to implement tactical plans.
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Marketing/Product Management
Line of Business
FPPS Wealth Management Solutions
•
Read the full job description and apply online on the recuiter's web-site
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